+37.0%
CHYM vs SMTC
+154.8%
-117.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +9.2% | -8.9% | -1.0% |
| 7D | +1.7% | +12.7% | -11.1% | -0.1% |
| 30D | +30.2% | +22.0% | +8.3% | +25.0% |
| 3M | +85.9% | -12.7% | +98.6% | +86.2% |
| 6M | +49.9% | +64.8% | -14.9% | +25.4% |
| YTD | +34.1% | +100.7% | -66.6% | +5.9% |
| 1Y | +37.0% | +146.9% | -109.9% | +8.7% |
| All | +37.0% | +154.8% | -117.7% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SMTC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling